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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,790 | $72,396-82.3% | $67,511-81.1% | $145,959-91.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.66% | 7194.07%-7184.4pp | 3517.41%-3507.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,285 | $4,781+115.1% | $4,000+157.1% | $6,689+53.8% |
| Admin fee / account holder | $5,598 | $5,538+1.1% | $3,999+40.0% | $13,398-58.2% |